Nvidia and U.S. pharma giant Eli Lilly will spend $1 billion building a new joint research lab in the San Francisco Bay area over five years which will use Nvidia's newest generation Vera Rubin AI chi... ...

Key Takeaways Revvity joins forces with Eli Lilly to offer TuneLab models via the Signals Xynthetica platform.The deal tackles AI drug discovery bottlenecks using federated learning and secure knowledge sharing.RVTY will co-fund select biotechs, lowering entry barriers and supporting adoption of the Signals ecosystem.Revvity, Inc. (RVTY) recently announced a collaboration with Eli Lilly and Company to make Eli Lilly’s TuneLab predictive models available through the Revvity Signals platform. The partnership ...

From late 2020 to the summer of 2024, Eli Lilly & Co. (NYSE: LLY) stock was on a tear, up more than 635%, before taking a breather and then heading higher. ...

Shares in Abivax soared 23%, exceeding 121 euros, on Monday after a media report said U.S. pharma giant Eli Lilly was still interested in buying the French biotech company. ...

| 受理品种目录浏览 | 在审品种目录浏览 | | | | | --- | --- | --- | --- | --- | | 年 度: | 2026 > | 药品类型: | 実部 | > 申请类 | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名: | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | | 1 | JXHS2600014 | 奥氟格列隆片 | 化药 | 进口 | 智通财经APP获悉，1月10日，CDE网站显示，礼来(LLY.US)的小分子GLP-1R激动剂奥氟格列隆(Orforglipron)在华申报上市。此前，该药物在2025年11月被 纳入FDA特批药物名单，礼来已于2025年12月向FDA递交该药物用于减重的上市申请。 截至今日，奥氟格列隆已顺利完成7项III期研究，其中4项针对2型糖尿病人群(ACHIEVE-1、ACHIEVE-2、ACHIEVE-3、ACHIEVE-5)，2项针对肥胖或超重 人群(ATTAIN-1、ATTAIN-MAINTAIN)，1项针对伴2型糖尿病的肥胖或超重人群(ATTAIN-2)，相关结果也已披露。 ...

整理 | GLP1减重宝典内容团队 1月10日，国家药品监督管理局药品审评中心（CDE）官网信息显示，礼来的小分子 GLP-1 受体激动剂奥氟格列隆（Orforglipron）已 在中国递交上市申请。这意味着，在注射型 GLP-1 药物之外，口服小分子方案正加速进入国内监管审评通道，也被业内视为礼来在减 重与代谢疾病赛道上的关键一步。 | 受理品种目录浏览 | 在审品种目录浏览 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 年 度: | 2026 | ▼ 药品类型: | 全部 | > 申请类型: | 美部 | レ | | | 受理号: | 请输入受理号 | 药品名称: | 请输入药品名称 | 企业名称: | 请输入企业名称 | | 查询 | | 序号 | 受理号 | 药品名称 | 药品类型 | 申请类型 | 注册分类 | 企业名称 | 承办日期 | | JXHS2600014 | | 奥氟格列隆片 | 化药 | 进口 | 1 | Eli Lilly Nederland B.V .; Lilly del Caribe, Inc ...

Core Viewpoint - Eli Lilly has demonstrated strong momentum due to its current portfolio and upcoming catalysts, maintaining a bright outlook despite recent market fluctuations [1][2]. Financial Performance - Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound, is significantly contributing to the company's revenue, generating $24.8 billion in sales through the first nine months of 2025, surpassing Keytruda as the world's best-selling medicine [3][4]. - Analysts project that tirzepatide could achieve nearly $62 billion in sales by 2030, indicating sustained growth potential [4]. Market Position and Competition - Eli Lilly faces increasing competition in the weight management sector, particularly from Novo Nordisk, Amgen, and Pfizer, but has produced superior clinical trial results [6]. - The company is advancing orforglipron, an oral weight loss candidate, which is expected to receive expedited regulatory review, potentially enhancing its market position [7]. - Eli Lilly's retatrutide has shown unprecedented results in weight loss during clinical trials, further solidifying its leadership in the anti-obesity market [8]. Valuation and Growth Potential - Eli Lilly's stock is currently trading at 33 times forward earnings, higher than the healthcare sector average of 18.2, but this premium is justified by its robust revenue and earnings growth [9]. - The company's price/earnings-to-growth ratio stands at 0.98, indicating it may be undervalued relative to its growth prospects [9]. - Overall, Eli Lilly is positioned for excellent near- and mid-term prospects, making it a potentially attractive investment for 2026 and beyond [10].

Core Viewpoint - The article discusses the revolutionary shift in small nucleic acid drugs, highlighting their potential to transition from symptomatic treatment to addressing root causes, marking a significant advancement in the pharmaceutical industry [4]. Group 1: Small Nucleic Acid Drug Technology - Small nucleic acid drugs (siRNA, ASO, etc.) are considered the "third wave" of drug development, following small molecules and antibody drugs [4]. - These drugs are not limited by their molecular structure and can target a broader range of disease pathways, significantly increasing the probability of successful drug development [4]. - Current advancements in delivery technologies and chemical modifications have led to extended half-lives for these drugs, improving patient compliance in chronic disease management [4]. Group 2: Market Growth and Commercialization - The global small nucleic acid drug market is projected to reach $20.6 billion by 2029 and $54.9 billion by 2034, with a compound annual growth rate (CAGR) of 21.6% [5]. - Major players like Alnylam, Ionis, and Arrowhead are leading the market, with multinational corporations (MNCs) such as Novartis and Roche investing heavily in this sector [5]. - Alnylam's core product, Amvuttra, is expected to exceed $2 billion in sales by 2025, indicating strong market performance [6]. Group 3: Technological Breakthroughs - Arrowhead has developed RNAi therapies targeting various diseases through its TRiM platform, expanding the application of small nucleic acid drugs beyond liver diseases [7]. - Avidity Biosciences has made significant progress in muscle tissue delivery using antibody-oligonucleotide conjugates (AOC) technology, indicating a broader therapeutic potential [7]. Group 4: China's Small Nucleic Acid Drug Industry - The Chinese small nucleic acid drug industry is experiencing a qualitative leap, overcoming delivery patent barriers and demonstrating global competitiveness in target selection and molecular design [8]. - A complete industrial chain has emerged in China, with domestic raw materials achieving localization, thus reducing R&D costs [8]. - Significant business development (BD) transactions have occurred, including a record $5 billion deal between Wobang Pharmaceutical and Novartis, showcasing the global recognition of Chinese innovation [8].

Group 1 - Eli Lilly and Company (NYSE: LLY) is acquiring Ventyx Biosciences, a clinical-stage biopharmaceutical company focused on innovative oral therapies for inflammatory-mediated diseases [1][2] - The acquisition involves purchasing all outstanding shares of Ventyx for $14.00 per share, totaling an equity value of approximately $1.2 billion [2] - The transaction is expected to close in the first half of 2026, pending approval from Ventyx stockholders and regulatory approvals [2][3] Group 2 - The acquisition price represents a premium of around 62% over the 30-day volume-weighted average trading price of Ventyx's common stock as of January 5, 2026 [3] - Eli Lilly develops a wide range of pharmaceutical products, including those in oncology, diabetes, immunology, and neuroscience [3]

Core Insights - The article discusses a potential shift in market capitalizations, suggesting that companies outside the technology sector may soon reach $1 trillion valuations, driven by pricing power, resilient demand, and durable growth drivers. Group 1: Eli Lilly (NYSE: LLY) - Eli Lilly is valued at approximately $953.4 billion as of January 10, 2026, needing an additional $46.6 billion to reach a $1 trillion market cap [2] - The company's growth is supported by strong demand for its GLP-1 therapies, which are bolstered by broader insurance coverage and increased physician adoption [3] - Investor confidence is enhanced by advancements in oral obesity treatments and diversification into immunology, oncology, and Alzheimer's disease [4] Group 2: Walmart (NASDAQ: WMT) - Walmart is currently valued at roughly $913.1 billion, requiring about $86.9 billion to achieve a $1 trillion market capitalization [6][7] - The retailer benefits from defensive stability and growth in higher-margin businesses such as e-commerce, advertising, logistics, and digital healthcare [8] - Management's focus on margin discipline while scaling new revenue streams positions Walmart as a diversified consumer platform with durable cash flows [9]